Stephen Westlake has over 25 years of experience successfully consulting with business owners and affluent clients to achieve their personal and financial goals. As owner of his own firm since 1986 Stephen provides a unique team oriented approach to address the sophisticated and varied needs of his clients. Stephen was born and raised in the Sacramento area and currently resides in Roseville, CA.
Stephen’s private wealth management firm currently oversees the investment of $700 million dollars of assets for his family and business clients and is recognized as one of the top financial consulting firms in the greater Sacramento region. Stephen is a Certified Financial Planner ®, Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered Retirement Planning Counselor®.
